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About

Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Run a completely paperless service department so you can focus on: winning more bids, increasing productivity, working remotely on-site, improving client satisfaction. Dataforma was created by a roofing contractor to provide a user-friendly, robust software to the roofing industry without the price tag of a custom-built program. With our Dataforma CRM, you can revolutionize your service department from start to finish, use a single paperless system from the initial call all the way through invoicing and never lose track of a call or customer’s history again. As a busy contractor, you should never have to spend time searching through stacks of unfiled papers. With Dataforma, improve the organization of your operations by storing documents in an online database that’s simple to use and accessible from any location.

About

ProTechCam is field service management software for contractors and service companies in HVAC, plumbing, electrical, roofing, landscaping, security, appliance repair, and related trades. Mobile apps let technicians follow dispatched routes, clock in and out, document jobs with GPS- and time-stamped photos and videos, dictate notes, record equipment details, and capture customer signatures. A web dashboard synchronizes field records with the office. Office Pro adds estimates, work orders, invoicing, customer messaging, Stripe card payments, payment tracking, and revenue reporting. Ask ProTech lets authorized users search work orders, equipment records, timecards, estimates, and invoices using typed or spoken questions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Field service management platform for companies

Audience

Field service contractors, office staff, and technicians in HVAC, plumbing, electrical, roofing, landscaping, security and alarm, garage door, appliance repair, generator, pest control, cleaning, and related service trades

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$14/tech/month
Field Tech costs $14 per technician/month for 1–7 technicians, $11 per technician/month for 8–15, and $10 per technician/month for 16+. Office Pro costs $79/month and includes 2 office logins; additional office users are $19/month each. No seat minimum, no contract, and cancellation is allowed at any time. Plans include unlimited cloud storage, updates, and live office-to-field synchronization. A 14-day free trial is offered.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

ProTechCam
Founded: 2026
United States
protechcam.com

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5.0 out of 5 stars
WERX

WERX

Werx App Construction Software
4.7 out of 5 stars
BuildOps

BuildOps

4.9 out of 5 stars

Categories

Categories

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Not Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Not Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported

Integrations

Secoda Supported
Stripe Not Supported
intermix.io Supported

Integrations

Secoda Not Supported
Stripe Supported
intermix.io Not Supported
Claim Dataforma and update features and information
Claim Dataforma and update features and information
Claim ProTechCam and update features and information
Claim ProTechCam and update features and information